Tag Archives: Pensions / Income Streams

NEWS – Super changes coming 1 July 2017! – In summary

The Budget, last year has had many reforms legalised, and many begin on 1 July 2017. Here is a summary of key changes. What are your Thoughts? Comment below! Want to learn more, know the options and what we need … Continue reading

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, News & Stats, Superannuation General | Tagged , , , , , , | Leave a comment

Pensions – 2017 the options from super

You can receive your super as a super income stream, super lump sum or a combination of both. The super withdrawal option that you choose may affect the amount of tax you pay. Here is information from the Australian Tax … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , | Leave a comment

NEWS –Super Changes Passed in Parliament April 2017

Reporting at Advisor Voice – After receiving feedback from industry, the federal parliament has passed amendments giving effect to regulatory change, continuing the implementation of changes to superannuation that were announced by the Turnbull government in the 2016 federal budget. … Continue reading

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment

Pensions – Call to save missing out on lost super

In a pre-budget submission Association of Superannuation Funds of Australia (ASFA) chief executive Martin Fahy called on the federal government to amend the Superannuation (Unclaimed and Lost Members) Act to enable the Australian Taxation Office (ATO) to return unclaimed funds … Continue reading

Posted in Pensions / Income Streams, Retirement Planning | Tagged , , , , | Leave a comment

NEWS – New Caps (max amounts) for Contributions before (Concessional) and after tax (Non-Concessional) from 1 July 2017

The ATO (Australian Tax Office) confirms the new max contribution amounts for the 2 major contributions methods – before (Concessional) and after tax (Non-Concessional) that begin form 1 July 2017. From the ATO site – Change to concessional (pre-tax) contributions … Continue reading

Posted in News & Stats, Pensions / Income Streams, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment

NEWS – Is Transition to Retirement still Viable?

Professional Planner’s writer Alexandra Cain writes about whether the Transition to Retirement strategy is still viable – You could almost feel the wave of disappointment go through the financial planning community after the May 2016 federal budget, when the Coalition … Continue reading

Posted in 1 Latest Newsletter Topics, News & Stats, Retirement Planning, SMSF Info, Superannuation General | Tagged , , , , , , | Leave a comment

Pensions – Centrelink – New Asset Test Levels and taper rate that could reduce the pension received

If you receive or are about to receive an Australian Government pension, there are new asset test levels and taper rates from the start of next year 2017 you need to know about, which could reduce the pension received, as … Continue reading

Posted in 1 Latest Newsletter Topics, Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , | Leave a comment